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  1. From the Home page, start by selecting Clone button.

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  1. From the Cloning Options page, select the Source Organization (to be replicated) where your original items are located. Then select the Target Organization where your new items will be replicated to. All other settings can be toggled based on your preference. Press “Next”.

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  1. From the Choose Your Cloning Option page, you’re given 3 options to select from. Clone Entire Organization is as described and will replicate every item existent in your Source Organization to your Target Organization. Quick Filters will narrow down your items search to a collection of items that fit your query search. Advanced Filter is a custom search option where items are specifically selected for cloning. For this demonstration, Advanced Filters will be selected.

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  1. From the Content Selection screen, click the “Add Items” button where a collection of org item(s) can be selected for cloning. In the example below, there is one already selected. Proceed by clicking “Step 2: Cloning Information”.

advanced filter cloning content selection.png

  1. Once confirmation has been made during the Advanced Filter Cloning/Confirmation, proceed to “Step 3: Being Backup Preprocessing”.

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  1. Once the Backup Preprocessing is completed, all dependencies or associated items will be rendered into a visual node tree. During this step, you can select which items, groups, or users are included in the backup. Select all nodes (will be highlighted in green) that you wish backup and proceed to clicking the “Start Cloning Backup”. Upon click, a confirmation modal will appear, before the backup takes place. Proceed by selecting “Confirm”.

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  1. Once the backup process is completed, the backup results can be reviewed prior to restoring your backup. When ready, click the “Clone” button to proceed.

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  1. In the Restore Prescan, all content in the backup is processed before configuration can be made for restoration. Once completed, click the “Next: Restore Configuration” button.

restore prescan.png

  1. An important step in the cloning process is configuring the items' endpoints for restoration. Setting these endpoints will establish what user or where items will be located. Once all user(s), group(s), and/or item(s) are configured, select the “Next” buttons to proceed to the Confirm Configuration page.

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  1. Review all configurations made before restoring/cloning all configured content. Once confirmed, click the “Restore” button to finalize the task.

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  1. During postprocessing, all content status are completely cloned to the new destination. This concludes the cloning process for Backup My Org.

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